Third-Grade Teacher Performance Bonus

PROGRAM REPORT CODE: 046

UNIFORM CHART OF ACCOUNTS CODE: XXXX-046-XXX

STATUTORY REFERENCE: SL 2016-94

TYPE: Dollars

TERM: July 1, 2016 to June 30, 2018

PURPOSE: A two-year pilot program which provides funding to reward third-grade

teacher with performance based bonuses.

ELIGIBILITY: Each LEA is entitled to funding, based on their teachers Education Value-

Added Assessment System (EVAAS) student growth index score for

third-grade reading.

FORMULAS: The proportion stipulated in legislation is allotted based on bonuses to

licensed third-grade teachers who are in the top twenty-five percent (25%)

of teachers in the State according to the EVAAS student growth index

score for third-grade reading from the previous year. These funds shall be

allocated equally among qualifying teachers.

The proportion stipulated in legislation is allotted to pay bonuses to

licensed third-grade teachers who are in the top twenty-five percent (25%)

of teachers in their respective LEA according to the EVAAS student

growth index score for third-grade reading from the previous year. These

funds shall be split proportionally based on average daily membership for

each LEA and then distributed equally among qualifying teachers in each

LEA.

SPECIAL PROVISIONS:

1. Bonuses are payable in January 2017 and January 2018, respectively, to qualifying teachers

who remain employed teaching third-grade in the same LEA at least from the school year

the data is collected until the corresponding school year that the bonus is paid.

2. Teachers employed in charter schools and regional schools are only eligible to receive the

bonus if they are in the top 25% of teachers in the State. No allocation is made at the

charter or regional school level.

3. Any teacher working in a LEA that employs three or fewer third-grade teachers shall receive

a bonus at the LEA level if that teacher has an EVAAS student growth index score for third-

grade reading from the previous school year that exceeds expected growth.

4. Teachers who qualify may receive bonuses at both the State and LEA level.

5. The compensation bonuses are not considered compensation for purposes of the Teachers'

and State Employees' Retirement System.

6. Unused funds shall not be used for any purpose other than stipulated in the legislation. Excess

funds allotted shall revert to the State. Any unexpended funds from the State level bonus paid

in January, due to ineligible teachers per legislation, will be reallocated to LEAs based on the

eligible teachers who were paid the bonus in January. These teachers shall be paid an equal

share of the reallocated funds. No funds shall revert to the State.

CENTRAL OFFICE ADMINISTRATION PROGRAM REPORT CODE: 002 UNIFORM CHART OF ACCOUNTS CODE: XXXX-002-XXX STATUTORY REFERENCE: SB 1115, Budget Bill supplement #11 TYPE: Dollar TERM: July 1 - June 30 PURPOSE: Provides funding for salary and benefits for central office administration. This category is used to pay for personnel including:

• Superintendent • Directors/Supervisors/Coordinators • Associate and Assistant Superintendents • Finance Officers • Child Nutrition Supervisors/Managers • Community Schools Coordinators/Directors • Athletic Trainers • Health Education Coordinators • Maintenance Supervisors • Transportation Directors

Funds cannot be expended for any of the above personnel outside of this allotment category. ELIGIBILITY: Each LEA is entitled to funding. The dollars allotted are based on the

formula listed below. FORMULA: The formula for FY 2007-2008 is based on HB 1473, Joint Conference Committee Report on the Budget:

1. Freeze local school administration units (LEAs) allotments at the FY 2002-03 allotment level.

2. Adjust allotments by the net effect of other legislative changes (such as, legislative increases or benefit changes) and the reduction for charter school reserve. See chart below:

Fiscal Year

(Base) Percent Increase/

(Decrease) Allotment

Year 2002-03 (.76) 2003-04 2003-04 5.19 2004-05 2004-05 3.25 2005-06 2005-06 6.33 2006-07 2006-07 5.28 2007-08 2007-08 3.10 2008-09 2008-09 (11.34) 2009-10 2009-10 .04 2010-11 2010-11 (14.41) 2011-12 2011-12 2.60 2012-13 2012-13 .79 2013-14 2013-14 (1.36) 2014-15 2014-15 (.34) 2015-16

The new formula for FY 2002-2003 developed by the State Board in accordance with SB 1005 was not implemented per SB 1115.

HISTORICAL REF: The following is the Formula that was in effect from Fiscal Year 1996

through Fiscal Year 2001. Base Allotment Each LEA receives a base allotment which is graduated based on

allotted ADM. To determine the base, select the ADM range from the charts below and add the base and the supplemental base together.

Cities ADM Ranges Base ADM Over Range $ Per ADM Over

Range

0 - 4,999 $360,000 0 12.00

5,000 - 9,999 420,000 4,999 36.01

10,000 - 14,999 600,000 9,999 18.00

Each addt'l 5,000 add 90,000 add 5,000 18.00 Counties ADM Ranges Base ADM Over Range $ Per ADM Over

Range

0 - 4,999 $420,000 0 12.00

5,000 - 9,999 480,000 4,999 36.01

10,000 - 14,999 660,000 9,999 18.00

Each addt'l 5,000 add 90,000 add 5,000 18.00 Add-On Per ADM After the base is allotted, the remaining funds are allocated to LEAs with ADM greater than 1,500 based on dollars per ADM.

SPECIAL PROVISIONS:

1. For FY 2000-01, all LEAs are held harmless to their FY 1999-00 allotment, unless they are a LEA which is losing its hold harmless provision due to merger. The formula will be phased-in as merged LEAs are no longer required to be held harmless and as funds are added to the budget.

2. Funds cannot be transferred into this category. Funds can be transferred out of this category by submitting an ABC Transfer Form in the Allotment System.

3. Only expenditures for administrative personnel and matching benefits are allowed. 4. Refer to the General Information Section – Merged LEAs. 5. Federal law requires a match for Child Nutrition Supervisors. A State expenditure in

excess of $7 million is necessary for North Carolina to be eligible for Section 4 federal funds. Beginning with the FY 2010-11, each LEA shall expend at least $45,000 from their Central Office Administration (PRC 002) allocation or any other State funded PRC which allows coding to purpose code 7200 for child nutrition expenses. The following purpose object combinations are in PRC 002 for meeting this mandate:

- Child Nutrition Director and/or Supervisor 7200 - 113, - Manager 7200 - 176, and - The matching benefit codes 7200 - 211, 7200 - 221, 7200 - 231, or - Utilize the Inter-fund Transfers to Child Nutrition code 8400 – 715; funds transferred

for this purpose may be used to pay the cost of reduced-price breakfast meals ($.30 per meal) for eligible students should be the state allocation for reduced-price breakfast meals be insufficient to do so.

6. In accordance with G.S. 115C-271, a local board may terminate a Superintendent's contract before the contract term of employment has expired if all of the following conditions are met:

a) No state funds are used for this purpose. b) Local funds appropriated for teachers, textbooks, or classroom materials, supplies and

equipment are not transferred or used for this purpose. c) The local board makes public the funds that are to be transferred or used for this

purpose. d) The local Board notifies the State Board of the funds that are to be transferred or used

for this purpose. e) No funds acquired through donation or fund-raising are used for this purpose, except

funds raised specifically for this purpose or for funds donated by private for-profit corporations.

7. The budget reduction per LEA is applied for FY 2009-2010 is based on SB 897 Conference Report on the Continuation, Capital, and Expansion Budget which reduces the dollar allotment to LEAs for central office staff salaries and benefits.

8. Once the Department of Public Instruction (NCDPI) is notified by the Director of the Retirement System Division (RSD) of the State Treasurer’s Office of delinquent contributions owed by a participating employer (local education agency), the NCDPI will reduce the Central Office Administration allotment to the employer in the amount of the delinquency. This action is in compliance with the legislative authority (G.S. 128-30(g)(3) and the Retirement System’s Board of Trustees’ policies. The State Board of Education will receive a communication of any reductions.

School Business ServicesSchool Allotments SectionQ:\SBS\WEBDEVL\Nicola\fbs\html\docs\fbs\allotments\general\teacherbonusalloc Jan. 13,2017

CTE Bonus

LEA/CS # LEA\Charter Name State Bonus LEA Bonus Total AP IB Total Total Rev 31 Total010 Alamance-Burlington 113,790 77,982 191,772 38,969 0 38,969 31,041 261,782020 Alexander County 15,172 17,759 32,931 6,082 0 6,082 3,096 42,109030 Alleghany County 11,379 4,948 16,327 269 0 269 2,181 18,777040 Anson County 7,586 12,100 19,686 215 0 215 3,149 23,050050 Ashe County 26,551 10,813 37,364 6,082 0 6,082 3,501 46,947060 Avery County 0 7,255 7,255 1292 0 1,292 2,370 10,917070 Beaufort County 41,723 24,114 65,837 4,037 0 4,037 11,067 80,941080 Bertie County 22,758 8,418 31,176 0 0 0 1,400 32,576090 Bladen County 3,793 16,156 19,949 484 0 484 6,894 27,327100 Brunswick County 18,965 43,442 62,407 16,309 0 16,309 11,360 90,076110 Buncombe County 64,481 85,706 150,187 68,842 0 68,842 34,212 253,241111 Asheville City 7,586 15,144 22,730 26,428 0 26,428 2,182 51,340120 Burke County 34,137 43,308 77,445 20,400 0 20,400 9,478 107,323130 Cabarrus County 56,895 107,237 164,132 88,112 5,490 93,602 25,846 283,580132 Kannapolis City 7,586 18,710 26,296 6,028 0 6,028 7,271 39,595140 Caldwell County 56,895 41,307 98,202 11,519 0 11,519 12,523 122,244150 Camden County 11,379 6,520 17,899 1,346 0 1,346 2,154 21,399160 Carteret County 49,309 29,152 78,461 18,247 0 18,247 9,717 106,425170 Caswell County 3,793 9,441 13,234 1,077 0 1,077 674 14,985180 Catawba County 91,032 57,357 148,389 25,567 0 25,567 24,821 198,777181 Hickory City 7,586 15,480 23,066 5,221 3,391 8,612 7,054 38,732182 Newton-Conover 11,379 11,084 22,463 6,244 0 6,244 4,309 33,016190 Chatham County 22,758 28,991 51,749 19,108 0 19,108 8,671 79,528200 Cherokee County 11,379 11,290 22,669 1,399 0 1,399 7,432 31,500210 Edenton/Chowan 11,379 7,574 18,953 969 0 969 1,319 21,241220 Clay County 11,379 4,561 15,940 646 0 646 2,612 19,198230 Cleveland County 109,997 51,983 161,980 30,303 0 30,303 27,999 220,282240 Columbus County 18,965 20,745 39,710 1,184 0 1,184 8,507 49,401241 Whiteville City 11,379 7,690 19,069 592 0 592 2,316 21,977250 Craven County 68,274 49,159 117,433 10,711 0 10,711 16,959 145,103260 Cumberland County 144,134 174,261 318,395 58,400 4,629 63,029 49,156 430,580270 Currituck County 7,586 13,497 21,083 4,198 0 4,198 1,427 26,708280 Dare County 26,551 17,131 43,682 13,779 0 13,779 4,444 61,905290 Davidson County 121,376 67,536 188,912 36,762 0 36,762 43,442 269,116291 Lexington City 11,379 10,456 21,835 2,422 0 2,422 2,693 26,950292 Thomasville City 3,793 8,250 12,043 807 0 807 5,708 18,558300 Davie County 30,344 21,774 52,118 17,439 0 17,439 14,670 84,227310 Duplin County 15,172 34,152 49,324 4,521 0 4,521 14,239 68,084320 Durham County 83,446 117,254 200,700 89,619 2,476 92,095 7,780 300,575330 Edgecombe County 11,379 20,127 31,506 861 0 861 1,105 33,472340 Forsyth County 144,134 186,927 331,061 234,838 5,921 240,759 22,428 594,248350 Franklin County 18,965 29,746 48,711 11,249 0 11,249 22,156 82,116360 Gaston County 75,860 107,899 183,759 31,111 2,422 33,533 34,218 251,510370 Gates County 7,586 0 7,586 1,023 0 1,023 3,286 11,895380 Graham County 7,586 4,084 11,670 646 0 646 351 12,667390 Granville County 3,793 27,629 31,422 4,037 0 4,037 5,815 41,274400 Greene County 7,586 11,136 18,722 1,399 0 1,399 3,043 23,164410 Guilford County 197,236 246,797 444,033 302,066 58,077 360,143 61,423 865,599420 Halifax County 3,793 10,257 14,050 108 0 108 2,638 16,796421 Roanoke Rapids City 3,793 10,127 13,920 3,552 0 3,552 3,230 20,702422 Weldon City 0 3,243 3,243 0 0 0 2,100 5,343

Test Result BonusFY 2016-17

CAT 020 PRC 046

3rd Grade Teacher Bonus AP/IB Bonus

School Business ServicesSchool Allotments SectionQ:\SBS\WEBDEVL\Nicola\fbs\html\docs\fbs\allotments\general\teacherbonusalloc Jan. 13,2017

CTE Bonus

LEA/CS # LEA\Charter Name State Bonus LEA Bonus Total AP IB Total Total Rev 31 Total

Test Result BonusFY 2016-17

CAT 020 PRC 046

3rd Grade Teacher Bonus AP/IB Bonus

430 Harnett County 72,067 71,122 143,189 13,349 0 13,349 14,859 171,397440 Haywood County 64,481 25,312 89,793 4,898 0 4,898 6,759 101,450450 Henderson County 91,032 47,313 138,345 23,791 0 23,791 17,339 179,475460 Hertford County 3,793 10,323 14,116 0 0 0 2,315 16,431470 Hoke County 30,344 29,519 59,863 3,230 0 3,230 4,146 67,239480 Hyde County 7,586 0 7,586 215 0 215 0 7,801490 Iredell-Statesville 83,446 71,733 155,179 55,494 16,309 71,803 17,928 244,910491 Mooresville City 53,102 20,813 73,915 19,700 0 19,700 7,430 101,045500 Jackson County 3,793 12,979 16,772 2,422 0 2,422 2,559 21,753510 Johnston County 125,169 119,303 244,472 29,819 1,669 31,488 34,190 310,150520 Jones County 15,172 3,926 19,098 215 0 215 727 20,040530 Lee County 18,965 34,842 53,807 8,935 0 8,935 27,725 90,467540 Lenoir County 37,930 31,613 69,543 4,306 1,130 5,436 6,973 81,952550 Lincoln County 60,688 39,965 100,653 32,080 0 32,080 14,625 147,358560 Macon County 60,688 15,244 75,932 3,660 0 3,660 431 80,023570 Madison County 15,172 8,528 23,700 1,830 0 1,830 1,886 27,416580 Martin County 3,793 11,572 15,365 215 0 215 4,387 19,967590 McDowell County 15,172 21,781 36,953 2,045 0 2,045 4,470 43,468600 Mecklenburg County 402,058 513,222 915,280 449,008 60,930 509,938 17,844 1,443,062610 Mitchell County 11,379 6,712 18,091 2,637 0 2,637 5,224 25,952620 Montgomery County 15,172 14,080 29,252 754 0 754 4,821 34,827630 Moore County 49,309 44,804 94,113 53,394 0 53,394 4,040 151,547640 Nash-Rocky Mount 22,758 54,454 77,212 5,490 5,436 10,926 15,778 103,916650 New Hanover County 136,548 90,051 226,599 85,582 0 85,582 20,167 332,348660 Northampton County 0 6,836 6,836 269 0 269 862 7,967670 Onslow County 102,411 89,354 191,765 18,678 3,552 22,230 38,417 252,412680 Orange County 34,137 25,827 59,964 25,944 3,606 29,550 2,074 91,588681 Chapel Hill-Carrboro 11,379 41,877 53,256 153,347 0 153,347 1,268 207,871690 Pamlico County 7,586 4,365 11,951 1,238 0 1,238 2,613 15,802700 Pasquotank County 26,551 19,948 46,499 1,938 0 1,938 3,527 51,964710 Pender County 34,137 30,810 64,947 11,411 0 11,411 14,509 90,867720 Perquimans County 3,793 6,002 9,795 592 0 592 2,153 12,540730 Person County 22,758 15,882 38,640 4,521 0 4,521 5,547 48,708740 Pitt County 106,204 82,717 188,921 49,142 0 49,142 41,757 279,820750 Polk County 22,758 7,845 30,603 2,691 0 2,691 3,124 36,418760 Randolph County 136,548 61,510 198,058 17,170 0 17,170 39,466 254,694761 Asheboro City 11,379 16,386 27,765 5,167 0 5,167 4,738 37,670770 Richmond County 22,758 25,902 48,660 4,037 0 4,037 10,040 62,737780 Robeson County 106,204 80,525 186,729 5,113 0 5,113 5,551 197,393790 Rockingham County 56,895 44,633 101,528 4,306 3,822 8,128 11,739 121,395800 Rowan-Salisbury 56,895 68,442 125,337 23,091 0 23,091 10,585 159,013810 Rutherford County 64,481 28,782 93,263 7,589 0 7,589 3,476 104,328820 Sampson County 49,309 29,790 79,099 4,737 0 4,737 7,512 91,348821 Clinton City 11,379 10,570 21,949 4,360 0 4,360 2,102 28,411830 Scotland County 22,758 20,580 43,338 2,960 0 2,960 5,033 51,331840 Stanly County 41,723 29,753 71,476 3,660 0 3,660 12,547 87,683850 Stokes County 26,551 22,100 48,651 6,405 0 6,405 6,707 61,763860 Surry County 68,274 28,425 96,699 10,173 0 10,173 9,827 116,699861 Elkin City 11,379 4,310 15,689 3,983 0 3,983 3,742 23,414862 Mount Airy City 7,586 5,631 13,217 4,145 0 4,145 2,153 19,515870 Swain County 3,793 7,148 10,941 3,014 0 3,014 943 14,898

School Business ServicesSchool Allotments SectionQ:\SBS\WEBDEVL\Nicola\fbs\html\docs\fbs\allotments\general\teacherbonusalloc Jan. 13,2017

CTE Bonus

LEA/CS # LEA\Charter Name State Bonus LEA Bonus Total AP IB Total Total Rev 31 Total

Test Result BonusFY 2016-17

CAT 020 PRC 046

3rd Grade Teacher Bonus AP/IB Bonus

880 Transylvania County 7,586 12,220 19,806 5,759 0 5,759 4,982 30,547890 Tyrrell County 3,793 0 3,793 108 0 108 270 4,171900 Union County 201,029 143,870 344,899 155,608 7,105 162,713 45,443 553,055910 Vance County 26,551 22,237 48,788 1,561 0 1,561 4,793 55,142920 Wake County 197,236 542,374 739,610 738,586 38,862 777,448 130,758 1,647,816930 Warren County 3,793 8,037 11,830 538 0 538 1,859 14,227940 Washington County 0 5,652 5,652 108 0 108 566 6,326950 Watauga County 15,172 14,859 30,031 17,009 0 17,009 1,939 48,979960 Wayne County 30,344 65,140 95,484 7,105 0 7,105 25,302 127,891970 Wilkes County 41,723 33,960 75,683 6,890 0 6,890 20,975 103,548980 Wilson County 60,688 42,467 103,155 8,935 4,521 13,456 8,022 124,633990 Yadkin County 37,930 18,634 56,564 2,960 0 2,960 10,122 69,646995 Yancey County 15,172 7,680 22,852 2,207 0 2,207 5,411 30,470

Total 4,965,037 5,000,000 9,965,037 3,366,643 229,348 3,595,991 1,346,544 14,907,572

Charters State Bonus LEA Bonus Total AP IB Total CTE Rev 31 Total01B River Mill Academy 3793 0 3,793 0 0 0 0 3,79310A Charter Day School 11379 0 11,379 0 0 0 0 11,37910B South Brunswick Charter School 3,793 0 3,793 0 0 0 0 3,79311B ArtSpace Charter School 3,793 0 3,793 0 0 0 0 3,79312A New Dimensions 3,793 0 3,793 0 0 0 0 3,79313A Carolina International School 3,793 0 3,793 0 0 0 0 3,79316B Tiller School 3,793 0 3,793 0 0 0 0 3,79319A Chatham Charter 7,586 0 7,586 0 0 0 0 7,58624N Columbus Charter School 3,793 0 3,793 0 0 0 0 3,79326B Alpha Academy 3,793 0 3,793 0 0 0 0 3,79332D Kestrel Heights School 3,793 0 3,793 0 0 0 0 3,79333A North East Carolina Prep 3,793 0 3,793 0 0 0 0 3,79334B Quality Education Academy 7,586 0 7,586 0 0 0 0 7,58634G The Arts Based School 3,793 0 3,793 0 0 0 0 3,79334H The North Carolina Leadership Ac 3,793 0 3,793 0 0 0 0 3,79336C Mountain Island Charter School 3,793 0 3,793 0 0 0 0 3,79341B Greensboro Academy 3,793 0 3,793 0 0 0 0 3,79341F Triad Math and Science Academy 3,793 0 3,793 0 0 0 0 3,79341J Summerfield Charter Academy 7,586 0 7,586 0 0 0 0 7,58649E Pine Lake Preparatory 7,586 0 7,586 0 0 0 0 7,58649F Langtree Charter Academy 3,793 0 3,793 0 0 0 0 3,79355A Lincoln Charter School 7,586 0 7,586 0 0 0 0 7,58660G Queen's Grant Community Schoo 3,793 0 3,793 0 0 0 0 3,79360I Community School of Davidson 15,172 0 15,172 0 0 0 0 15,172

60M Corvian Community School 7,586 0 7,586 0 0 0 0 7,58660S Bradford Preparatory School 7,586 0 7,586 0 0 0 0 7,58661J Thunderbird Prep 3,793 0 3,793 0 0 0 0 3,79363A The Academy of Moore County 3,793 0 3,793 0 0 0 0 3,79365B Wilmington Preparatory Academy 3,793 0 3,793 0 0 0 0 3,79365C Douglass Academy 3,793 0 3,793 0 0 0 0 3,79365D Island Montessori Charter 3,793 0 3,793 0 0 0 0 3,79369A Arapahoe Charter School 7,586 0 7,586 0 0 0 0 7,58673A Bethel Hill Charter 3,793 0 3,793 0 0 0 0 3,79381A Thomas Jefferson Class Academy 15,172 0 15,172 0 0 0 0 15,17286T Millennium Charter Academy 3,793 0 3,793 0 0 0 0 3,793

School Business ServicesSchool Allotments SectionQ:\SBS\WEBDEVL\Nicola\fbs\html\docs\fbs\allotments\general\teacherbonusalloc Jan. 13,2017

CTE Bonus

LEA/CS # LEA\Charter Name State Bonus LEA Bonus Total AP IB Total Total Rev 31 Total

Test Result BonusFY 2016-17

CAT 020 PRC 046

3rd Grade Teacher Bonus AP/IB Bonus

90A Union Academy 3,793 0 3,793 0 0 0 0 3,79392B The Exploris School 3,793 0 3,793 0 0 0 0 3,79392D Magellan Charter 3,793 0 3,793 0 0 0 0 3,79392N Quest Academy 3,793 0 3,793 0 0 0 0 3,79392R Casa Esperanza Montessori Chart 3,793 0 3,793 0 0 0 0 3,79392W Cardinal Charter 7,586 0 7,586 0 0 0 0 7,586

Total 219,994 0 219,994 0 0 0 0 219,994

Grand Total 5,185,031 5,000,000 10,185,031 3,366,643 229,348 3,595,991 1,346,544 15,127,566

Manual Adjustment

Notes:

1. Difference of .03 in AP/IB total in SBE Attachment is the rounding

2. The State Level Bonus is over allotted due to additional charters being added.

the 185,031 will come from reversions.

Teacher Legislated Bonuses Session Law 2016-94

2016-17 Session Law 2016-94 authorized 3 bonuses for teachers based on test results.

3rd Grade teacher Reading Performance (Section 9.7) Advanced Placement and IB Bonuses (Section 8.8) Industry certifications and credentials Bonuses (Section 8.9)

Allotments

State Board of Education Allotment policies related to these bonuses are posted on the Allotments site at http://www.ncpublicschools.org/fbs/allotments/general All 3 bonuses will be allotted in to PRC046 – Test Result Bonus These allotments are estimated maximum amounts required to pay out the bonus. Funds shall not be used for any other purpose.

Expenditures Full chart of accounts for PRC046 is located at http://www.ncpublicschools.org/fbs/finance/reporting/coa2017 The bonus is NOT subject to retirement. It is subject to Social Security Coding is as follows:

3rd grade reading bonus 1-5110-046-180 AP/IB bonus 1-5260-046-180 CTE Credentials 1-5120-046-180

Correct coding is essential as the data and payroll vouchers will be used for reporting, budgeting and audit purposes. Procedure

A. 3rd Grade teacher Reading Performance

Contact: Tom Tomberlin thomas.tomberlin@dpi.nc.gov

This bonus has 2 criteria and is determined based on EVAAS growth scores. 1. $5m appropriated to pay for bonus to top 25% of the 3rd grade teachers in the State 2. $5m appropriated to pay for bonus to top 25% of 3rd grade teachers in each LEA (charter school

teachers not eligible) To be eligible the teacher must remain employed teaching 3rd grade in the SAME LEA at least until the bonus is paid.

DPI:

Determined the teachers who are in the top 25% for both categories 1 and 2 above.

Provided the names of the teachers in each category to the LEAs. The list was provided through a secure server to the LEA Personnel Administrators.

Provided a designation next to the teacher’s name if they are not working in the same LEA in the

3rdpp of 2017 (based on payroll). Teachers who are not teaching in the same LEA at least from the school year the data is collected until the corresponding school year that the bonus is paid are not eligible.

Provided the dollar amount of the bonus award for the State level category. $3,523 per teacher Allotted funds to each LEA based on the total teachers on the list- The LEAs will determine if the

teachers meet the requirement of current year employment teaching 3rd grade.

The LEAs are responsible for: Validating that the teacher is still working in the same LEA/charter school Validating that the teacher is teaching 3rd grade students at least until the bonus is paid Paying the teachers in January 2017 for each bonus they are eligible for.

B. Advanced Placement and IB Bonuses

Contact: Sneha Shah Coltrane Sneha.shahcolrane@dpi.nc.gov

1. Bonus of $50 for each student who receives a 3 or above in an AP exam or 2. Bonus of $50 for each student who receives 4 or above for an IB for Diploma Programme exam. Teacher may receive a maximum bonus of $2,000 per year. To be eligible the teacher must remain employed teaching advanced courses in the SAME LEA at least until the bonus is paid. Note: currently Charter school teachers, regional school teachers and NCVPS teachers who are not employed in a LEA are not eligible for the bonus. DPI has requested a modification to the legislation to change this to include all public school teachers.

DPI

Determined the total number of exams by LEA meeting the score eligibility - based on the College Board and IB reports. This will be in excess of what is required as it does not take in to consideration a maximum bonus of $2,000 nor the eligibility requirements

Allotted funds to each LEA based on the total number of exams multiplied by $50 (plus social security). This is an estimated allotment and should be in excess of what is needed.

The LEAs are responsible for: Determining the individual teachers who are eligible Validating that the teacher is still working in the same LEA in the current year at least until the

bonus is paid Validating that the teacher is teaching AP/IB courses in the current year at least until the bonus is

paid Calculating the bonus amount for each teacher. Ensuring the bonus does not exceed $2,000 Providing the bonus to eligible NCVPS teachers who are also employed in your LEA, See below

for the LEAs affected. Paying the teachers for the bonus in January 2017.

Note:

1. IB Theory of Knowledge is not eligible 2. IB-DP tests that are for a courses that span over 1 year and have multiple teachers – both teachers

are eligible.

NCVPS Teachers – Select LEAs only NCVPS teachers who are employees of a LEA are eligible to receive a bonus. The bonus is capped at $2,000 including any bonus earned in the LEA school. DPI provided a list of the NCVPS teachers who teach in a LEA and their bonus award. The file

was placed out on the Accountability secure server. Contact your LEA district accountability testing coordinator to retrieve the file. Only the following 24 LEAs employ teachers who also work at NCVPS and are eligible for the bonus. If your LEA is not on the list, no action is necessary.

010, 190, 230, 260, 290, 310, 340, 360, 410, 422, 510, 550, 600, 630, 650, 680, 681, 710, 740, 760, 780, 810, 900, 920

C. Industry certifications and credentials Bonuses

Contact: JoAnne Honeycutt joanne.honeycutt@dpi.nc.gov Bonus of $25 or $50 for each student taught by a teacher who provided instruction in a course that led to the attainment of an industry certification or credential. Teacher may receive a maximum bonus of $2,000 per year.

DPI Provided the LEAs with the value of the bonus for each credential/certification (SBE approved

the list in December) Provided a list of the teachers with the associated credentials/certifications. Allotted funds to each LEA based on the total number of credentials/certification multiplied by

the appropriate value (plus social security). This is an estimated allotment and should be in excess of what is needed. It does not reduce for teachers who are not eligible as they are not working in the same LEA and approved courses.

The LEAs are responsible for:

Validating that the teacher is still working in the same LEA in the current year Validating that the teacher is teaching courses that leads to approved credentials/certification in

the current year Ensuring the bonus does not exceed $2,000 Paying the teachers for the bonus in January 2017.

Reporting Requirement DPI anticipates having sufficient data from the expenditure, payroll and testing data to be able to prepare the required reporting 3rd Grade Reading State Board shall report on the distribution of bonuses by March 1, 2017 State Board shall study the effect of the program on teacher performance and retention and report by March 1, 2018. AP/IB Report SBE shall report on the amount of the bonuses awarded for AP and IB separately by March 15 2017 and 2018 SBE shall study the effect of the pilot on advanced course teacher performance and retention by March 15, 2018

CTE Credentials

SBE shall report on the amount of the bonuses awarded by credential and certification by March 15 2017 and 2018 SBE shall study the effect of the pilot on teacher performance and retention by March 15, 2018

Advanced Placement/International Baccalaureate Teacher Bonus

PROGRAM REPORT CODE: 046

UNIFORM CHART OF ACCOUNTS CODE: XXXX-046-XXX

STATUTORY REFERENCE: SL 2016-94

TYPE: Dollars

TERM: July 1, 2016 to June 30, 2018

PURPOSE: A two-year pilot program which provides funding to reward teachers of

students successfully achieving in Advanced Placement (AP) and

International Baccalaureate (IB) examinations.

ELIGIBILITY: Each LEA is entitled to funding, based on the exam results of their

students.

A teacher shall receive a bonus in the amount of fifty dollars ($50.00) for

each student taught by an advanced course teacher who receives the

following score:

a. For AP courses, a score of three or higher on the College Board

Advanced Placement Examination.

b. For IB Diploma Programme courses, a score of four or higher on

the International Baccalaureate course examination.

FORMULAS: Each LEA is allotted funds based on the number of AP and IB exams that

meet the eligibility, as reported to the DPI from the respective examination

board.

SPECIAL PROVISIONS:

1. No teacher shall be awarded a bonus that exceeds two thousand dollars ($2,000) in any given

school year. The bonus awarded to a teacher shall be in addition to any regular wage or other

bonus the teacher receives or is scheduled to receive.

2. Bonuses are payable in January 2017 and January 2018, respectively, to qualifying advanced

course teachers who remain employed teaching advanced courses in the same LEA at least

from the school year the data is collected until the corresponding school year that the bonus

is paid.

3. The bonuses are not considered compensation for purposes of the Teachers' and State

Employees' Retirement System.

4. Unused funds shall not be used for any purpose other than stipulated in the legislation.

Excess funds allotted shall revert to the State.

5. A Student must be enrolled and have attained a grade in the corresponding course for a

teacher to be eligible for a bonus associated to the exam result.

6. Teachers employed by a LEA are eligible, including teachers employed by a LEA and

teaching advanced classes through NC Virtual Public School (NCVPS).

Industry Certifications and Credentials Teacher Bonus

PROGRAM REPORT CODE: 046

UNIFORM CHART OF ACCOUNTS CODE: XXXX-046-XXX

STATUTORY REFERENCE: SL 2016-94

TYPE: Dollars

TERM: July 1, 2016 to June 30, 2018

PURPOSE: A two-year pilot program which provides funding to reward the

performance of teachers who teach students earning approved industry

certifications or credentials consistent with G.S. 115C-156.2 and to

encourage student learning and improvement.

ELIGIBILITY: Each LEA is entitled to funding to pay teachers bonuses, based on the

certifications and credentials earned by their students.

A bonus in the amount of twenty-five dollars ($25.00) or fifty dollars

($50.00) for each student taught by a teacher who provided instruction in a

course that led to the attainment of an industry certification or credential.

The level of bonus is dependent on the value ranking assigned.

FORMULAS: Each LEA is allotted funds based on the number of industry certifications

and credentials that meet the eligibility.

SPECIAL PROVISIONS:

1. The Department of Commerce, in consultation with the State Board, shall assign a value

ranking for each industry certification and credential based on an equal weighting of academic

rigor and employment value.

2. No teacher shall be awarded a bonus that exceeds two thousand dollars ($2,000) in any

given school year. The bonus awarded to a teacher shall be in addition to any regular wage

or other bonus the teacher receives or is scheduled to receive.

3. Bonuses are payable in January 2017 and January 2018, respectively, to qualifying teachers

who remain employed teaching courses leading to approved certification in the same LEA at

least from the school year the data is collected until the corresponding school year that the

bonus is paid.

4. The bonuses are not considered compensation for purposes of the Teachers' and State

Employees' Retirement System.

5. Unused funds shall not be used for any purpose other than stipulated in the legislation.

Excess funds allotted for this purpose shall revert to the State.

6. A Student must be enrolled and have attained a grade in the corresponding course for a

teacher to be eligible for a bonus associated to the exam result.

Policy Related to the Collection Method of the LEA Calculation of the Local Per Pupil Share

Background Session Law 2016-79 (HB242) Section 1.6 modifies G.S. 115C-218-105(d), requiring the local education agencies (LEA) to provide to the State Board of Education the following for each charter school to which it transfers a per pupil share of its local current expense fund.

(1) The total amount of monies the local school administrative unit has in each of the funds listed in G.S. 115C-426(c).

(2) The student membership numbers used to calculate the per pupil share of the local current expense fund.

(3) How the per pupil share of the local current expense fund was calculated.

(4) Any additional records requested by a charter school from the local school administrative unit in order for the charter school to audit and verify the calculation and transfer of the per pupil share of the local current expense fund.

This information shall be provided to the State Board of Education by November 1 of each year.

The legislation states that the State Board of Education shall adopt a policy to govern the collection of this information.

The State Board shall issue a letter of noncompliance to a local school administrative unit that does not provide the State Board with the information required by this subsection.

Policy Local Education Agencies (LEA) shall electronically submit the information required in 115C-218-105(d) to the State Board of Education by November 1 of each year.

Failure to meet the November 1 deadline shall result in the issuance of a noncompliance letter from the Department of Public Instruction to the LEA.

LEAs which are noncompliant shall be reported to the State Board of Education.

Approved by the State Board of Education September 2016

Division of School BusinessNC Deparment of Public Instruction

August 2016

SBE APPROVED

LEA LEA Name

2016 State

Expenditures ($) % Exp.

By Expenditures

($)

010 Alamance-Burlington 16,014,321 1.25% 214,988

020 Alexander County 5,444,915 0.42% 73,096

030 Alleghany County 2,213,110 0.17% 29,710

040 Anson County 4,744,716 0.37% 63,696

050 Ashe County 3,704,813 0.29% 49,736

060 Avery County 2,971,792 0.23% 39,895

070 Beaufort County 6,920,411 0.54% 92,905

080 Bertie County 4,249,311 0.33% 57,046

090 Bladen County 5,450,125 0.42% 73,166

100 Brunswick County 11,750,239 0.91% 157,744

110 Buncombe County 18,515,164 1.44% 248,561

111 Asheville City 3,275,479 0.26% 43,972

120 Burke County 12,794,416 1.00% 171,761

130 Cabarrus County 28,062,024 2.18% 376,725

132 Kannapolis City 3,984,355 0.31% 53,489

140 Caldwell County 9,655,831 0.75% 129,627

150 Camden County 2,807,664 0.22% 37,692

160 Carteret County 5,895,909 0.46% 79,151

170 Caswell County 3,390,977 0.26% 45,523

180 Catawba County 11,841,125 0.92% 158,964

181 Hickory City 3,735,975 0.29% 50,154

182 Newton-Conover 3,084,138 0.24% 41,404

190 Chatham County 6,876,561 0.54% 92,316

200 Cherokee County 3,434,916 0.27% 46,113

210 Edenton/Chowan 3,162,970 0.25% 42,462

220 Clay County 1,996,816 0.16% 26,807

230 Cleveland County 12,314,236 0.96% 165,315

240 Columbus County 7,124,591 0.55% 95,646

241 Whiteville City 2,912,851 0.23% 39,104

250 Craven County 11,311,722 0.88% 151,857

260 Cumberland County 38,745,610 3.02% 520,149

270 Currituck County 4,525,497 0.35% 60,754

280 Dare County 5,326,560 0.41% 71,508

SBE Approved Allocation for LEA Merit Pay per SL 2016-94 Section 36.A1

Allocation by Percent of State Non-Educator Salary Expenditures

2016-17

Division of School BusinessNC Deparment of Public Instruction

August 2016

SBE APPROVED

LEA LEA Name

2016 State

Expenditures ($) % Exp.

By Expenditures

($)

SBE Approved Allocation for LEA Merit Pay per SL 2016-94 Section 36.A1

Allocation by Percent of State Non-Educator Salary Expenditures

2016-17

290 Davidson County 16,657,187 1.30% 223,618

291 Lexington City 3,727,271 0.29% 50,038

292 Thomasville City 2,653,903 0.21% 35,628

300 Davie County 5,207,885 0.41% 69,914

310 Duplin County 10,395,476 0.81% 139,556

320 Durham County 34,959,234 2.72% 469,318

330 Edgecombe County 7,095,408 0.55% 95,254

340 Forsyth County 48,205,468 3.75% 647,145

350 Franklin County 7,098,475 0.55% 95,295

360 Gaston County 23,685,272 1.84% 317,968

370 Gates County 2,632,648 0.20% 35,343

380 Graham County 2,031,829 0.16% 27,277

390 Granville County 9,848,161 0.77% 132,209

400 Greene County 4,146,454 0.32% 55,665

410 Guilford County 59,749,756 4.65% 802,123

420 Halifax County 4,154,441 0.32% 55,772

421 Roanoke Rapids City $ 3,416,873 0.27% 45,871$

422 Weldon City 1,851,058 0.14% 24,850

430 Harnett County 17,927,952 1.40% 240,678

440 Haywood County 5,742,384 0.45% 77,090

450 Henderson County 10,375,392 0.81% 139,287

460 Hertford County 5,131,514 0.40% 68,889

470 Hoke County 9,866,875 0.77% 132,460

480 Hyde County 1,789,928 0.14% 24,029

490 Iredell-Statesville 14,918,010 1.16% 200,270

491 Mooresville City 4,841,477 0.38% 64,995

500 Jackson County 3,739,191 0.29% 50,198

510 Johnston County 27,149,859 2.11% 364,479

520 Jones County 2,243,739 0.17% 30,122

530 Lee County 8,498,094 0.66% 114,084

540 Lenoir County 8,815,002 0.69% 118,339

550 Lincoln County 8,831,141 0.69% 118,556

560 Macon County 4,444,685 0.35% 59,669

Division of School BusinessNC Deparment of Public Instruction

August 2016

SBE APPROVED

LEA LEA Name

2016 State

Expenditures ($) % Exp.

By Expenditures

($)

SBE Approved Allocation for LEA Merit Pay per SL 2016-94 Section 36.A1

Allocation by Percent of State Non-Educator Salary Expenditures

2016-17

570 Madison County 2,991,672 0.23% 40,162

580 Martin County 4,007,192 0.31% 53,795

590 McDowell County 6,542,007 0.51% 87,825

600 Mecklenburg County 103,170,485 8.03% 1,385,034

610 Mitchell County 2,930,142 0.23% 39,336

620 Montgomery County 5,291,822 0.41% 71,041

630 Moore County 14,206,717 1.11% 190,721

640 Nash-Rocky Mount 15,510,894 1.21% 208,229

650 New Hanover County 24,216,529 1.89% 325,100

660 Northampton County 3,804,169 0.30% 51,070

670 Onslow County 19,117,431 1.49% 256,646

680 Orange County 6,427,855 0.50% 86,292

681 Chapel Hill-Carrboro 7,774,954 0.61% 104,377

690 Pamlico County 2,335,546 0.18% 31,354

700 Pasquotank County 6,390,389 0.50% 85,789

710 Pender County 8,099,909 0.63% 108,739

720 Perquimans County 2,618,095 0.20% 35,147

730 Person County 4,239,301 0.33% 56,911

740 Pitt County 19,065,256 1.48% 255,946

750 Polk County 2,599,307 0.20% 34,895

760 Randolph County 14,760,478 1.15% 198,155

761 Asheboro City 4,493,961 0.35% 60,330

770 Richmond County 9,087,014 0.71% 121,991

780 Robeson County 23,740,014 1.85% 318,703

790 Rockingham County 11,984,516 0.93% 160,889

800 Rowan-Salisbury 17,480,379 1.36% 234,669

810 Rutherford County 9,252,720 0.72% 124,215

820 Sampson County 8,957,597 0.70% 120,253

821 Clinton City 2,992,851 0.23% 40,178

830 Scotland County 6,789,867 0.53% 91,152

840 Stanly County 7,298,773 0.57% 97,984

850 Stokes County 6,286,675 0.49% 84,397

860 Surry County 8,820,400 0.69% 118,411

Division of School BusinessNC Deparment of Public Instruction

August 2016

SBE APPROVED

LEA LEA Name

2016 State

Expenditures ($) % Exp.

By Expenditures

($)

SBE Approved Allocation for LEA Merit Pay per SL 2016-94 Section 36.A1

Allocation by Percent of State Non-Educator Salary Expenditures

2016-17

861 Elkin City 1,443,270 0.11% 19,375

862 Mount Airy City 1,888,685 0.15% 25,355

870 Swain County 2,969,761 0.23% 39,868

880 Transylvania County 3,097,726 0.24% 41,586

890 Tyrrell County 1,602,091 0.12% 21,508

900 Union County 34,373,655 2.68% 461,457

910 Vance County 7,910,534 0.62% 106,197

920 Wake County $ 129,317,671 10.07% $ 1,736,048

930 Warren County 3,251,129 0.25% 43,645

940 Washington County 2,942,406 0.23% 39,501

950 Watauga County 3,773,166 0.29% 50,654

960 Wayne County 17,848,057 1.39% 239,605

970 Wilkes County 10,171,360 0.79% 136,548

980 Wilson County 11,135,287 0.87% 149,488

990 Yadkin County 6,233,556 0.49% 83,684

995 Yancey County 3,079,739 0.24% 41,345

Total: 1,284,394,188$ 100.00% 17,242,627$

Financial Policy on Restart Schools § 115C-105.37B, entitled Reform of continually low-performing schools, authorizes the State Board of Education to approve a local board of education's request to reform any school in its LEA which the State Board of Education has identified as one of the continually low-performing schools in North Carolina.

If the State Board of Education approves a local board of education's request to reform a school, the State Board of Education may authorize the local board of education to adopt one of the following models in accordance with State Board of Education requirements:

(1) Transformation model

(2) Restart model

(3) Turnaround model, or

(4) School closure model.

Restart Model The State Board of Education authorizes the local board of education to operate the school with the same exemptions from statutes and rules as a charter school authorized under Article 14A of this Chapter, or under the management of an educational management organization that has been selected through a rigorous review process. A school operated under this subdivision remains under the control of the local board of education, and employees assigned to the school are employees of the local school administrative unit with the protections provided by Part 3 of Article 22 of this Chapter

Proposed Policy Language for the Restart School Funding Model (to be added to Allotment Policy Manual TCS-M-003) The restart model provides the same exemptions as a charter school and therefore, the following will apply to a LEA that has a State Board of Education approved Restart school.

• DPI will fund the LEA based on the legislated funding formulas and the allotted average daily membership (ADM) of the LEA.

o The LEA is required to transfer an amount equal to the State average per pupil allocation for the LEA for the ADM of the school into a restricted a program report code (PRC). The average per pupil allocation will exclude transportation, exceptional children (EC), or limited English proficiency (LEP) funds.

o The ADM will be the school’s ADM per the Month 1 Principals Monthly Report.

o The average per pupil allocation will include the guaranteed expenditures (PRC009), however the LEA shall be allowed to expend for the Restart school in PRC009.

• The LEA is required to ensure that adequate services for exceptional children and limited English proficient students are provided.

• LEA transportation allotment may be used to transport students.

• Other funds shall be provided consistent with charter schools. eg. summer camps etc.

Restrictions on transfers • Transfer restrictions outlined in the Allotment Policy Manual apply, unless exception

noted in this document.

• State position allotments will be converted at the LEA average salary for that position plus benefits.

• Career Technical Education and Exceptional Children funds may be transferred in to the Restart PRC up to the limits set by SBE policy.

• Teacher assistant funding can be transferred in to the restricted Restart PRC with no limit.

• Transfers from PRC 056 transportation are not allowable.

• LEAs are restricted to the required transfer and may not transfer funds in excess of the requirement. Funds in the restricted PRC shall only be used for the Restart school(s).

• LEAs may use funds from other state allocations for the school(s).

• Funds transferred in to the Restart PRC shall not be transferred out

Approved State Board of Education September 2016